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Planned Giving - A Legacy for
Future Generations

For over 60 years, the PJCC has brought our community together across the generations. Our Circle of Life Fund, designed to extend the Center’s impact for generations to come, enables you to create a legacy through your assets – helping to fulfill your financial dreams; achieve your tax, financial, and estate planning goals; and support the PJCC and its programs. If you choose, your gift can also honor or memorialize a loved one.

Circle of Life Fund options:

Bequests

You can designate the PJCC to receive an amount or percentage of the estate in your will or living trust -- including cash, securities, real estate, a business interest, or tangible assets. We suggest the following language for including an unrestricted gift to the PJCC below:

" I give the Peninsula Jewish Community Center (PJCC) 800 Foster City Boulevard, Foster City, California 94404, (_________% of my estate, or trust), (_________% of the residue of my estate, or trust), (the sum of $__________). My bequest may be used to apply for any state, federal, or private matching funds for which it may qualify."

Life Insurance

Simply name the PJCC as a beneficiary. If you’ve got an existing policy you no longer need, contact us about the possible tax benefits of naming the PJCC as beneficiary.

Charitable Gift Annuities

Receive fixed income for life by making a current gift of cash, securities, or certain real estate or business interests.

Charitable Remainder Trusts (CRTs)

Generate income, receive a possible tax deduction, and move tax-disadvantaged assets out of your estate by establishing a CRT and naming the PJCC as a trust beneficiary.

Other options may also be available. We strongly encourage you to speak with your tax advisor about the possible tax benefits of a Circle of Life Fund legacy gift.

To learn more about giving through the Circle of Life Fund, or to discuss a specific interest, simply contact our Development Office through an online request, or by calling or emailing: